Waldron Private Wealth LLC Incresed Positions in Q4 2025

Waldron Private Wealth LLC

  • $2.5 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
66.8K
+ 4.41%
$182.87 - $189.72 $12.2M - $12.7M
1.58M $296M
VUG
Vanguard Growth ETF

ETFs
21.4K
+ 3.75%
$470.44 - $504.26 $10.1M - $10.8M
592K $286M
IXUS
Ishares Tr

ETFs
88.7K
+ 3.33%
$81.21 - $85.27 $7.2M - $7.56M
2.75M $232M
NOW
Service Now, Inc.

Technology
14.6K
+ 401.37%
$835.79 - $946.29 $12.2M - $13.8M
18.3K $15.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
24.6K
+ 26.74%
$291.71 - $309.36 $7.17M - $7.61M
117K $34M
IGF
Ishares Global Infrastructure

ETFs
44.1K
+ 6.96%
$60.97 - $62.49 $2.69M - $2.75M
677K $42.1M
NVDA
Nvidia Corp

Technology
17.4K
+ 41.73%
$179.83 - $207.04 $3.14M - $3.61M
59.3K $11.1M
XLE
Energy Sector Spdr

ETFs
29.5K
+ 100.0%
$85.22 - $92.02 $2.51M - $2.71M
59K $5.43M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
55.2K
+ 11.32%
$50.55 - $50.74 $2.79M - $2.8M
542K $27.5M
LLY
Eli Lilly & CO

Healthcare
101
+ 1.29%
$799.57 - $1025.28 $80.8K - $104K
7.95K $8.12M
XLU
Utilities Sector Spdr

ETFs
12.8K
+ 100.0%
$87.89 - $92.9 $1.12M - $1.19M
25.6K $2.27M
CSCO
Cisco Systems, Inc.

Technology
254
+ 0.22%
$67.46 - $78.0 $17.1K - $19.8K
113K $8.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.23K
+ 3.8%
$475.68 - $513.11 $583K - $629K
33.5K $17M
AMGN
Amgen Inc

Healthcare
49
+ 0.38%
$290.13 - $341.71 $14.2K - $16.7K
12.9K $4.41M
XLK
Technology Sector Spdr

ETFs
2.06K
+ 111.0%
$278.39 - $304.13 $573K - $626K
3.91K $1.13M
AMD
Advanced Micro Devices Inc

Technology
1.95K
+ 137.13%
$164.01 - $264.33 $320K - $515K
3.37K $811K
VT
Vanguard Total World Stk Index

ETFs
2.7K
+ 5.11%
$135.16 - $141.78 $365K - $383K
55.5K $7.73M
INSM
Insmed Inc

Healthcare
10
+ 0.11%
$147.28 - $194.39 $1.47K - $1.94K
8.81K $1.7M
PANW
Palo Alto Networks Inc

Technology
1.84K
+ 5.35%
$204.77 - $221.38 $377K - $408K
36.2K $7.44M
JNJ
Johnson & Johnson

Healthcare
144
+ 0.56%
$185.98 - $199.58 $26.8K - $28.7K
25.8K $5.16M
ACWI
Ishares Msci Acwi ETF

ETFs
11
+ 0.01%
$135.71 - $142.56 $1.49K - $1.57K
199K $27.9M
BAC
Bank Of America Corp

Financial Services
6.5K
+ 46.02%
$48.65 - $54.11 $316K - $352K
20.6K $1.06M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.73K
+ 8.56%
$75.19 - $77.98 $281K - $291K
47.3K $3.61M
VTI
Vanguard Total Stock Market Et

ETFs
529
+ 1.36%
$321.8 - $337.95 $170K - $179K
39.3K $13M
IWY
Ishares Tr Russell 200 Growth

ETFs
660
+ 3.07%
$268.43 - $288.26 $177K - $190K
22.2K $6.12M
VEA
Vanguard Ftse Developed Market

ETFs
524
+ 0.37%
$59.18 - $62.09 $31K - $32.5K
142K $8.74M
XLY
Select Sector Spdr Consumer Di

ETFs
1.03K
+ 100.0%
$228.75 - $242.18 $235K - $249K
2.05K $474K
IAU
Ishares Gold Trust

ETFs
960
+ 2.81%
$72.65 - $82.5 $69.7K - $79.2K
35.1K $2.7M
ATI
Allegheny Technologies Inc

Industrials
400
+ 4.21%
$80.04 - $103.0 $32K - $41.2K
9.9K $984K
ABBV
Abb Vie Inc.

Healthcare
502
+ 1.76%
$211.96 - $244.38 $106K - $123K
29.1K $6.8M
RTX
Raytheon Technologies Corp

Industrials
356
+ 2.4%
$157.0 - $179.44 $55.9K - $63.9K
15.2K $2.66M
ASML
Asml Holding Nv

Technology
38
+ 2.84%
$936.19 - $1075.45 $35.6K - $40.9K
1.37K $1.4M
SBUX
Starbucks Corp

Consumer Cyclical
1.22K
+ 45.44%
$78.46 - $87.26 $95.9K - $107K
3.91K $331K
SLB
Schlumberger Limited

Energy
34
+ 0.09%
$31.72 - $37.61 $1.08K - $1.28K
36.3K $1.34M
WBD
Warner Bros. Discovery, Inc.

Communication Services
304
+ 1.23%
$17.1 - $23.05 $5.2K - $7.01K
25K $576K
VV
Vanguard Large Cap ETF

ETFs
250
+ 4.66%
$301.9 - $317.98 $75.5K - $79.5K
5.61K $1.74M
GLD
Spdr Gold Trust

ETFs
1
+ 0.02%
$354.79 - $403.15 $355 - $403
4.05K $1.52M
DE
Deere & CO

Industrials
96
+ 5.14%
$439.11 - $480.78 $42.2K - $46.2K
1.96K $934K
CVS
Cvs Health Corp

Healthcare
733
+ 19.67%
$76.69 - $83.04 $56.2K - $60.9K
4.46K $349K
UNH
Unitedhealth Group Inc

Healthcare
271
+ 22.47%
$320.52 - $369.92 $86.9K - $100K
1.48K $473K
SYF
Synchrony Financial

Financial Services
627
+ 15.44%
$68.02 - $75.49 $42.6K - $47.3K
4.69K $342K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
988
+ 6.24%
$50.57 - $50.77 $50K - $50.2K
16.8K $851K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
29
+ 0.11%
$72.17 - $75.74 $2.09K - $2.2K
27.5K $2.06M
MS
Morgan Stanley

Financial Services
188
+ 5.49%
$151.86 - $169.92 $28.5K - $31.9K
3.61K $575K
VZ
Verizon Communications Inc

Communication Services
1.82K
+ 11.68%
$38.4 - $43.83 $69.7K - $79.6K
17.4K $711K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
446
+ 2.94%
$29.01 - $32.17 $12.9K - $14.3K
15.6K $460K
MMM
3 M CO

Industrials
9
+ 0.37%
$148.75 - $171.6 $1.34K - $1.54K
2.41K $399K
EFV
Msci Eafe Value ETF

ETFs
7
+ 0.07%
$66.73 - $70.99 $467 - $497
10.2K $714K
CRWD
Crowd Strike Holdings, Inc.

Technology
6
+ 1.35%
$482.23 - $557.53 $2.89K - $3.35K
450 $241K
Activity Summary
Buys All Purchases 118 New Holdings 29 Increased Positions 89 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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